"Your satisfaction is my goal! With a customized strategy on a direct path to your goals and desires."
Under this motto, I have already been on the road as a wealth advisor throughout Germany for over 10 years, with company headquarters in... Pohlheim.
By the way, our clients can rely on more than 45 years of professional experience - I will be happy to explain how this works over a cup of coffee.
The ProvenExpert Quality Seal is awarded to service providers who have received at least 10 customer reviews with a recommendation rate of 90% or higher.
Yannic manages a great balancing act between advice tailored to your life situation and planning and support for any questions or cases of validity. Just as you would imagine an advisor to be, not a salesman. Thank you Yannic, absolute recommendation!
Always well advised. Very competent and reliable. Takes care of concerns quickly and creates good solutions. For me a good asset advisor as well as boss and friend. Thank you for your work. I will still always recommend you.
Mr. Becker was always available and could impress with his expertise and competence.
He also always had an open ear for private matters in the contacts. Furthermore, he shows, as far as I can follow, also an enormous social commitment which is very important in this day and age. He is to be recommended in any case.
Pleasant, competent investment advisor. Responds to customer wishes and quickly grasps personal situation and matches best possible coverage to asset situation. One with a star 🌟
Comment from Yannic Peter Becker Dein Vermögensberater:
1* 🥳
Thank you very much for the great feedback, I'm glad to hear. Of course I'll pass that on to the team, because at the end of the day it's TEAMWORK 😉
Comment from Yannic Peter Becker Dein Vermögensberater:
Thank you very much for the great feedback. Especially the feel-good factor plays a major role, because very few people like to deal with these dry - but still very very important - topics.
If the atmosphere is right, it goes much better and is fun :-)
Yannic is always reliable and always available and helpful with questions. You feel very well advised and supported by him.
He also has a wide range of hot and cold drinks and sweet snacks in the office, so you're always well supplied for appointments.
Mr. Becker is a very dedicated young man, very oriented engaged. Punctual and dutiful responds promptly to requests and brings the there for appropriate solutions. I can highly recommend Rebecca.
Comment from Yannic Peter Becker Dein Vermögensberater:
Thank you for your review as well as your recommendation.
Please let me know what specifically caused you to make serious cuts in the price-performance ratio. Only then is it possible for me and my team to start here and optimize this.
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Profile active since 05/07/2021 | Last update: 03/25/2024
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